C

Covestor Portfolio holdings

AUM $181M
1-Year Est. Return 27.67%
This Quarter Est. Return
1 Year Est. Return
+27.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$647K
3
+$458K
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$420K
5
TSLA icon
Tesla
TSLA
+$351K

Top Sells

1
+$227K
2
+$208K
3
+$203K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$197K
5
PARA
Paramount Global Class B
PARA
+$195K

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 13.79%
3 Financials 11.87%
4 Industrials 11.61%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$4K ﹤0.01%
70
-17
1477
$4K ﹤0.01%
185
+38
1478
$4K ﹤0.01%
53
-21
1479
$4K ﹤0.01%
130
-232
1480
$4K ﹤0.01%
315
+301
1481
$4K ﹤0.01%
89
+6
1482
$4K ﹤0.01%
80
+8
1483
$4K ﹤0.01%
278
+30
1484
$4K ﹤0.01%
268
+106
1485
$4K ﹤0.01%
22
-7
1486
$4K ﹤0.01%
150
+29
1487
$4K ﹤0.01%
352
+22
1488
$4K ﹤0.01%
478
-6
1489
$4K ﹤0.01%
91
+38
1490
$4K ﹤0.01%
93
-176
1491
$4K ﹤0.01%
208
-1,444
1492
$4K ﹤0.01%
134
+49
1493
$4K ﹤0.01%
123
-18
1494
$4K ﹤0.01%
74
+63
1495
$4K ﹤0.01%
51
-9
1496
$4K ﹤0.01%
106
+12
1497
$3K ﹤0.01%
34
+5
1498
$3K ﹤0.01%
211
+179
1499
$3K ﹤0.01%
+241
1500
$3K ﹤0.01%
123
+47
58 59
60
61 62